WIFS – Los Angeles Chapter Meeting: Enhancing Retirement Success Rates In The United States

How successful are U.S. retirees at sustaining assets from retirement to death?

What retirement strategies will enhance their ability to live a successful retirement? Come learn from:

Dr. Chia-Li Chien, PhD, CFP, PMP
Assistant Professor & Director of Financial Planning Program
California Lutheran University

When: Apr 2, 2020 12:00 PM Pacific Time (US and Canada

Presentation Slides and HUD HECM Website, the cap is at $765,600. Nevada Couples 89.7%/Couples HECM 89.7%, Singles: 41.3%/ HECM 41.3%, there was no improvement from HECM.

To get a copy of the research, please visit Dr. Chien’s books.

 

Bio:

Dr. Chia-Li Chien is an assistant professor and director of the financial planning program at California Lutheran University. She is also a succession program director at Value Growth Institute, a succession consulting practice dedicated to helping business owners increase the equity value of their firms. Before her private consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession and retirement planning at national conferences and has published three books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession and retirement topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a CFP.